Financial Consultant - Alpharetta, GA

Fidelity Investments Inc.; Alpharetta (GA); Presencial; USD 70.000 - 100.000; Jornada completa

Descripción de la vacante

Fidelity Investments in Alpharetta seeks an energetic client-focused professional to engage with clients at the Investor Center, offering mentorship, personalized financial planning, and solutions across a broad range of investment strategies.

You will nurture existing client relationships, expand the practice, and leverage Fidelity’s architecture and resources to support long-term client success. Onsite role, with ongoing training and growth opportunities.

Formación

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Degree or equivalent experience; CFP or degree helpful; Tuition Reimbursement program available.
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets.
• Coachable, collaborative, and curious are key attributes.
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations.

Responsabilidades

• Engage face-to-face with clients in the Investor Center, mentoring and planning personalized strategies.
• Expand reach of the firm's brand by nurturing existing client relationships and referrals.
• Present investment solutions to a sophisticated client base with credibility and clarity.
• Collaborate with teammates to deliver exceptional customer experience and support long-term client success.

Conocimientos

Relationship building

Needs assessment

Solution selling

Communication

Professional certifications

Coachable/collaborative

Client-centered discussions

Results oriented

Educación

Bachelor’s degree or equivalent experience

Herramientas

FINRA Series 7

FINRA Series 66

Descripción del empleo

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring

• Proven success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Coachable, collaborative, and curious are key attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations
• Extensive knowledge of investment solutions

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.

Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales